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Participant Fee Disclosures Reviewed participant disclosure material for compliance with Department of Labor's final fee disclosure regulations and negotiated changes with third party administrator...
Policyholder Dispute Involving Coverage Under a Financial Institution Bond Successfully represented TierOne Bank in a multi-million dollar financial institution bond claim that was litigated in federal court in Nebraska. In addition to...
Private Equity Sale of Automotive Aftermarket Parts Business Represented the seller in carve-out sale of heavy duty aftermarket automotive division of Vista Pro Automotive.
Restructure Ownership of Investment Advisory Firm Advised the founder and majority owner of a large investment advisory firm on strategies to transfer equity to and compensate key employees on a tax efficient basis...
Village of Fontana-on-Geneva Lake, Wisconsin $4.1 Million General Obligation Corporate Purpose Bonds, Series 2012A Served as bond counsel for a Wisconsin village's competitive sale and issuance of $4,100,000 General Obligation Corporate Purpose Bonds, Series 2012A, for capital...
Welfare Plan Benefit Appeal Represented a large manufacturing client and responded to a claim by the participant's authorized representative under a self-insured group health plan regarding...
Business Succession Planning Represented a large privately owned manufacturing company and its shareholders in a complex business succession planning matter that included implementation of a...
Business Succession Planning Represented a large privately owned manufacturing company and its shareholders in a complex business succession planning matter that included implementation of a...
Business Succession Planning Provided counsel to a publicly-traded manufacturing company regarding the impact of ownership and management succession planning within its national dealership network.
Business Succession Planning Represented a large privately owned company and its shareholders in a complex business succession planning transaction that included restructuring a holding company,...